Allocating estimated tax payments for MFS

Forum|Forum|1 year ago
March 6, 2025
2 replies
9 views

I am working on a MFS return and have been able to correctly mark interest, dividends, etc. as Taxpayer or Spouse. I don't see a way to indicate that the estimated tax payments made are attributed to the taxpayer and not the spouse. Am I missing a box somewhere? If I split the MFJ return can I go in to the split returns and adjust the numbers? First year ProSeries user so no experience with this.

ProSeries Basic

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IRonMaN

Level 15

On the tax payments worksheet each entered quarterly payment has the ability to mark as J, T, or S. But in any case, you can load the numbers manually where you want after you do the split.

Slava Ukraini!

D

don1013brewAuthor

Level 2

I don't see where to mark the TSJ? It was clear on the other inputs but I see nothing on the estimated tax payments screen.

IRonMaN

Level 15

If you are looking at the "tax payments" worksheet, the marks should show up in the boxes for each quarterly payment made. Based on your post, are you looking at the wrong worksheet?

Slava Ukraini!

sjrcpa

Level 15

Prepare your clients to receive IRS notices. IRS usually credits the estimates to the first name and SSN on the payment voucher even when a joint voucher is used.

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